Stock Transactions

Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
Robeco Institutional Asset Management B.V.4,871,1575,645,670+774,5130.020.02-0.00buy
B. Metzler seel. Sohn & Co. AG1,784,1042,185,280+401,1760.040.04-0.00buy
NORDEA INVESTMENT MANAGEMENT AB1,353,2281,745,204+391,9760.000.00+0.00buy
Avior Wealth Management, LLC54,715102,909+48,1940.000.01+0.00buy
SYM FINANCIAL Corp16,75941,598+24,8390.000.01+0.00buy
Crestwood Advisors Group, LLC31,18455,295+24,1110.000.00+0.00buy
Compagnie Lombard Odier SCmA60,00080,000+20,0000.000.00+0.00buy
Miracle Mile Advisors, LLC26,95746,231+19,2740.000.00+0.00buy
Calydon Capital29,51348,461+18,9480.010.02+0.00buy
Vest Financial, LLC39,52757,293+17,7660.000.00+0.00buy
Verdence Capital Advisors LLC38,12949,849+11,7200.010.01-0.00buy
Avestar Capital, LLC21,12030,656+9,5360.000.00+0.00buy
EVOKE WEALTH, LLC16,14425,523+9,3790.000.00+0.00buy
Fragasso Financial Advisors Inc20,95729,905+8,9480.000.00+0.00buy
Atlas Legacy Advisors, LLC14,47921,341+6,8620.010.01+0.00buy
Curi Capital, LLC12,96419,125+6,1610.000.00+0.00buy
Hardy Reed LLC29,76835,835+6,0670.010.01-0.00buy
Intelligence Driven Advisers, LLC20,79125,894+5,1030.010.01+0.00buy
Dynamic Advisor Solutions LLC36,96741,179+4,2120.000.00-0.00buy
Essex Savings Bank22,02425,441+3,4170.010.01-0.00buy
Optas, LLC22,82825,533+2,7050.010.01-0.00buy
Euro Pacific Asset Management, LLC33,08735,573+2,4860.010.01-0.00buy
Hamilton Capital, LLC10,74713,089+2,3420.000.00-0.00buy
Aspiring Ventures, LLC12,11014,175+2,0650.010.01-0.00buy
Mayflower Financial Advisors, LLC15,84316,945+1,1020.010.00-0.00buy
Perpetual Ltd1,189,5001,190,100+6000.050.04-0.01buy
Newport Capital Group, LLC30,42330,919+4960.050.04-0.01buy
NATURAL INVESTMENTS, LLC44,91644,504-4120.030.02-0.01sell
Interchange Capital Partners, LLC12,47611,562-9140.010.01+0.00sell
Kathmere Capital Management, LLC13,78212,188-1,5940.000.00-0.00sell
Walkner Condon Financial Advisors LLC13,25810,948-2,3100.010.00-0.00sell
Banque Cantonale Vaudoise87,97185,125-2,8460.010.01-0.00sell
GeoWealth Management, LLC42,59138,088-4,5030.000.00-0.00sell
Legacy Advisors, LLC21,06614,109-6,9570.010.00-0.00sell
ENTERPRISE FINANCIAL SERVICES CORP41,35133,426-7,9250.060.04-0.02sell
AIMZ Investment Advisors, LLC287,509277,234-10,2750.230.18-0.05sell
FLPUTNAM INVESTMENT MANAGEMENT CO23,75310,742-13,0110.000.00-0.00sell
BSW Wealth Partners244,156224,599-19,5570.080.06-0.03sell
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management153,111131,099-22,0120.010.00-0.00sell
Quadrant Private Wealth Management, LLC42,98320,324-22,6590.020.01-0.01sell
CAUSEWAY CAPITAL MANAGEMENT LLC473,301443,164-30,1370.020.01-0.01sell
Resonant Capital Advisors, LLC48,45316,552-31,9010.010.00-0.01sell
Foster Group, Inc.94,48552,398-42,0870.010.00-0.00sell
Bridgewater Advisors Inc.193,496151,191-42,3050.030.02-0.02sell
GREENLEAF TRUST101,15440,396-60,7580.000.00-0.00sell
Migdal Insurance & Financial Holdings Ltd.213,752103,752-110,0000.010.00-0.00sell
Lester Murray Antman dba SimplyRich301,35096,781-204,5690.220.05-0.17sell
West Family Investments, Inc.460,362191,307-269,0550.310.14-0.16sell
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